Sending an Invoice by Email
- Generate a PDF of the invoice
- If the invoice is in
DRAFT, automatically finalize it toOPEN - Generate a payment link (if a payment gateway is configured)
- Email the customer with the invoice PDF and payment link attached
Response
Email Configuration
Configure SMTP settings in Dashboard → Settings → Email:| Setting | Description |
|---|---|
| SMTP Host | Your email server hostname |
| SMTP Port | Port (usually 587 for TLS) |
| SMTP Username | Authentication username |
| SMTP Password | Authentication password |
| From Email | Sender email address |
| From Name | Sender display name |
If SMTP is not configured, sending emails will return
success: false. The invoice itself is still finalized.Finalization (Without Email)
To finalize an invoice without sending email:DRAFT → OPEN and generates a payment link if a gateway is configured.
PDF Generation
Fluxrate generates professional PDF invoices that include:- Your organization’s logo and branding
- Customer billing details
- Itemized line items
- Tax breakdown
- Total due
- Bank payment information (if configured)
- Payment link
Automatic Email on Finalization
When the background worker finalizes invoices (after the 1-hour grace period), it automatically sends an email notification to the customer. This behavior is configurable per organization.Payment Integrations
Connect a payment gateway in Settings → Integrations to automatically generate payment links that are included in emails and the public invoice page. Supported gateways:- Stripe — Generates Stripe Checkout links
- Razorpay — Generates Razorpay payment links
- Chargebee — Integrates with Chargebee billing